Beacon Data Entry

T-

● Terminated

TrueIncome - Spousal

Modified over 13 years ago

DTCC ID —

RIDER TYPE GLWB

COMPANY —

INCEPTION —

Details BBE Reset EEB Multiplier Bonus Vesting Rollup Floor Charge ABP

Identity

NAME *

INTERNAL ROLLUP NAME

RIDER TYPE *

PRODUCT POLICY TYPE *

INCEPTION DATE

Details

CLOSED DATE

CRITERION

DESCRIPTION

INTERNAL NOTES

Case A or C

Case #1

RIDER TYPE *

PRODUCT POLICY TYPE *

SINGLE %

JOINT %

BEGIN YEAR

END YEAR

MIN AGE

MAX AGE

ROLLUP TERM

SIMPLE / COMPOUND

FORMULA

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